0

6 Takeaways For Investing In Nuclear Energy, Tankers & Specialty Engineering

COVID-19 is a game-changer, accelerating the speed and expanding the scope of monetary and fiscal stimulus. The result is a distorted financial landscape, riddled with negative interest rates, extreme valuations, speculation and fraud. How then should we invest?

In this fascinating fireside chat, Pan Yongchuan, Director of Ternary Fund Management, discusses how owning scarce and productive real assets can protect against inflation and safeguard your portfolio in these challenging times.

iSTOX Investment Series - Ternary Fund Webinar 

Here are 6 takeaways from the discussion:

  1. Why inflation is perhaps on the horizon? (9:56 – 22:45)
  2. Why the price of uranium (an irreplaceable fuel for nuclear reactors) must go up, or the lights will go out. (24:03 – 31:25)
  3. Crude Tankers, robust cashflow machines trading at a fraction of market value. (31:27- 37:39)
  4. Critical services/specialty engineering, a stable revenue generator with high barriers to entry, backed by  real assets. (37:40 – 45:14)
  5. How the Ternary Cypress Fund identifies new investments (48:50 – 52:23)
  6. Why secondary inventory and long-term fixed price contracts have kept uranium’s price lower than its marginal cost of production. (1:01:50 – 1:05:10)

Author

iSTOX

Opening Private Capital Markets To 21st Century Investors

Comments